AIA

AIMZ Investment Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 12.69%
This Quarter Est. Return
1 Year Est. Return
+12.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.89M
3
+$3.57M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$3.49M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.24M

Top Sells

1
+$205K
2
+$202K
3
+$42.7K
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$17.7K
5
WFM
Whole Foods Market Inc
WFM
+$17.5K

Sector Composition

1 Technology 28.85%
2 Healthcare 21.24%
3 Industrials 12.87%
4 Consumer Discretionary 11.5%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.49M 3.74%
115,124
+57,152
2
$7.88M 3.47%
52,816
+26,064
3
$7.11M 3.13%
243,828
+122,368
4
$6.96M 3.06%
120,036
+60,239
5
$6.58M 2.9%
109,885
+51,498
6
$6.25M 2.75%
97,688
+50,700
7
$6.13M 2.7%
39,558
+19,644
8
$6.03M 2.65%
491,080
+156,124
9
$6M 2.64%
70,930
+34,690
10
$5.86M 2.58%
147,531
+77,606
11
$5.56M 2.45%
116,312
+57,006
12
$5.5M 2.42%
175,194
+86,494
13
$5.26M 2.32%
188,065
+94,228
14
$5.11M 2.25%
105,371
+52,203
15
$4.89M 2.15%
78,030
+38,734
16
$4.6M 2.02%
54,430
+27,646
17
$4.2M 1.85%
130,857
+64,548
18
$4.11M 1.81%
39,370
+19,554
19
$3.73M 1.64%
102,785
+57,150
20
$3.44M 1.51%
84,293
+42,095
21
$3.38M 1.49%
34,195
+16,910
22
$3.32M 1.46%
43,391
+21,443
23
$3.29M 1.45%
131,106
+66,345
24
$2.96M 1.31%
68,253
+34,168
25
$2.95M 1.3%
137,800
+68,400
1
2 3 4 5